# Evelyn Partners Investment Management LLP

> Institutional holdings reported to the SEC as of Q1 2026 on Form 13F. CIK 2065206. Source: https://holderbook.com/funds/2065206-evelyn-partners-investment-management-llp/

- Reported value: $3.7B
- Positions: 410
- Weight of the ten largest: 50.4%
- Filed: 2026-05-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $325.5M | 1,675,125 | 8.8% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $260.5M | 703,648 | 7.1% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $258.7M | 1,242,299 | 7.0% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $258.0M | 897,350 | 7.0% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $151.1M | 866,383 | 4.1% | 6 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $148.1M | 438,201 | 4.0% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $134.9M | 281,451 | 3.7% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $106.4M | 351,875 | 2.9% | 6 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $106.0M | 1,008,537 | 2.9% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $104.2M | 410,438 | 2.8% | 6 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $87.2M | 265,451 | 2.4% | 6 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $86.6M | 265,802 | 2.4% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $84.3M | 286,422 | 2.3% | 6 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $75.6M | 993,773 | 2.1% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $68.8M | 120,243 | 1.9% | 6 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $61.1M | 14,513 | 1.7% | 6 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $53.6M | 109,140 | 1.5% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $44.4M | 89,609 | 1.2% | 6 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $43.1M | 463,794 | 1.2% | 6 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $38.9M | 205,291 | 1.1% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $38.3M | 133,490 | 1.0% | 6 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $38.1M | 11,290 | 1.0% | 6 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $38.1M | 797,590 | 1.0% | 6 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $36.3M | 428,067 | 1.0% | 6 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $33.7M | 691,958 | 0.9% | 6 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $33.6M | 78,907 | 0.9% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $33.4M | 39,470 | 0.9% | 6 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $33.0M | 135,066 | 0.9% | 6 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $32.7M | 350,023 | 0.9% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $32.3M | 64,591 | 0.9% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $30.6M | 191,584 | 0.8% | 6 |
| SUNBELT RENTALS HOLDINGS INC | [SUNB](https://holderbook.com/stocks/SUNB/) | $29.0M | 444,828 | 0.8% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $28.8M | 62,473 | 0.8% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $27.6M | 222,464 | 0.8% | 6 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $27.4M | 231,709 | 0.7% | 6 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $25.8M | 95,509 | 0.7% | 6 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $25.7M | 126,725 | 0.7% | 6 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $24.0M | 603,376 | 0.7% | 6 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $23.2M | 395,226 | 0.6% | 6 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $20.7M | 100,111 | 0.6% | 6 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $20.0M | 207,610 | 0.5% | 6 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $19.4M | 178,759 | 0.5% | 6 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $19.0M | 150,010 | 0.5% | 6 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $18.9M | 99,678 | 0.5% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $18.6M | 59,969 | 0.5% | 6 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $18.3M | 58,788 | 0.5% | 6 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $16.4M | 37,843 | 0.4% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $16.2M | 95,705 | 0.4% | 6 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $16.0M | 110,666 | 0.4% | 6 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $15.8M | 46,583 | 0.4% | 6 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $14.9M | 7,772 | 0.4% | 6 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $14.6M | 126,850 | 0.4% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $12.5M | 161,461 | 0.3% | 6 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $11.4M | 48,678 | 0.3% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $11.2M | 11,277 | 0.3% | 6 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $10.7M | 111,068 | 0.3% | 6 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $10.7M | 18,992 | 0.3% | 6 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $10.6M | 168,771 | 0.3% | 6 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $10.5M | 147,330 | 0.3% | 6 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $9.9M | 148,042 | 0.3% | 6 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $9.0M | 25,058 | 0.2% | 6 |
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $8.6M | 65,672 | 0.2% | 6 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $8.3M | 61,264 | 0.2% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $7.8M | 48,651 | 0.2% | 6 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $7.8M | 58,665 | 0.2% | 6 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $7.5M | 25,372 | 0.2% | 6 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $7.3M | 16,893 | 0.2% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $6.6M | 7,228 | 0.2% | 6 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $6.3M | 61,231 | 0.2% | 6 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $6.0M | 103,654 | 0.2% | 6 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $5.8M | 47,223 | 0.2% | 6 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $5.6M | 36,016 | 0.2% | 6 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $5.5M | 31,721 | 0.1% | 6 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $5.3M | 32,604 | 0.1% | 6 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $4.9M | 24,895 | 0.1% | 6 |
| BURFORD CAPITAL LIMITED | [BUR](https://holderbook.com/stocks/BUR/) | $4.8M | 1,051,903 | 0.1% | 6 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $4.6M | 91,029 | 0.1% | 6 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $4.5M | 13,117 | 0.1% | 6 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $4.5M | 24,115 | 0.1% | 6 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $4.5M | 12,717 | 0.1% | 6 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $4.5M | 30,864 | 0.1% | 1 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $4.4M | 60,414 | 0.1% | 6 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $4.2M | 82,629 | 0.1% | 6 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $3.9M | 17,245 | 0.1% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.7M | 6,435 | 0.1% | 6 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $3.3M | 16,347 | 0.1% | 6 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $3.2M | 10,094 | 0.1% | 6 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $3.2M | 34,014 | 0.1% | 6 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.0M | 4,179 | 0.1% | 6 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $2.8M | 4,744 | 0.1% | 6 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $2.7M | 23,813 | 0.1% | 6 |
| MAGNUM ICE CREAM CO NV | [MICC](https://holderbook.com/stocks/MICC/) | $2.7M | 182,664 | 0.1% | 2 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $2.7M | 4,961 | 0.1% | 6 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $2.6M | 14,966 | 0.1% | 6 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $2.6M | 9,291 | 0.1% | 6 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $2.5M | 29,494 | 0.1% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.3M | 3,559 | 0.1% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.3M | 6,075 | 0.1% | 6 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.1M | 8,809 | 0.1% | 6 |
| ISHARES INC | [URTH](https://holderbook.com/stocks/URTH/) | $2.1M | 11,534 | 0.1% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2026 | -7.0% | -4.6% | -2.4% | 100% |
| Q4 2025 | +3.2% | +2.4% | +0.9% | 100% |
| Q3 2025 | +7.1% | +7.8% | -0.8% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.7% | 100% |
| Q1 2025 | -3.6% | -4.6% | +1.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2026 | $3.7B | 410 |
| Q4 2025 | $3.6B | 413 |
| Q3 2025 | $3.5B | 409 |
| Q2 2025 | $3.3B | 415 |
| Q1 2025 | $3.0B | 420 |
| Q4 2024 | $3.1B | 416 |